Brandywine Oak Private Wealth’s Jabil JBL Stock Holding History

Brandywine Oak Private Wealth’s Portfolio JBL Stock Details JBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,147	Closed	-$239K	–	271
2022 Q3	$239K	Sell	4,147 -1,806	-30%	-$105K	0.03%	244
2022 Q2	$304K	Buy	5,953 +1,579	+36%	+$91.5K	0.04%	240
2022 Q1	$270K	Buy	4,374 +845	+24%	+$52.1K	0.03%	280
2021 Q4	$262K	Sell	3,529 -945	-21%	-$59.7K	0.03%	292
2021 Q3	$261K	Sell	4,474 -27	-0.6%	-$1.6K	0.03%	282
2021 Q2	$261K	Buy	+4,501	New	+$248K	0.03%	269

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brandywine Oak Private Wealth's JBL Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Jabil (JBL) in Q4 2022, closing a stake of 4,147 shares — an estimated $239K sold.

Brandywine Oak Private Wealth first reported a position in JBL in Q2 2021 and held it in 6 quarters. The position peaked at $304K in Q2 2022. 516 funds tracked by Wall St. Rank hold JBL as of Q4 2022.

Brandywine Oak Private Wealth reported no remaining Jabil position as of Q4 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 4,147 Jabil shares in Q4 2022, an estimated $239K.
Brandywine Oak Private Wealth first reported a position in Jabil in Q2 2021 and held it in 6 quarters.
Brandywine Oak Private Wealth's Jabil position peaked at $304K in Q2 2022.
516 funds tracked by Wall St. Rank held Jabil as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.